Select New on the Action Bar to create new records, run reports, create a new View Set.
Create New Records
Select New > Module Record in any of the modules to create a new record. In each module when you select New > Module Record a series of panes will appear to assist in adding the new records.
Create New Reports
Select New > Reports to select any of the standard reports in the list.
Create New View Sets
Select New > View Sets to open up the Module View Set Pane.
The Module ViewSet Pane is where Users can mark off the criteria to help find particular records.
The bottom section of the ViewSet Pane is the Advanced section where Users can get very granular with the search to find information on any field in the module. SEE View Sets.
In the example below on the New Works ViewSet, Active = Yes, Status = Available and in the Advanced section the view is looking for Retail greater than 5000 and less than 10000.
